FactSet Workstation Review
October 27, 2025

FactSet Workstation Review

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with FactSet Workstation

I use it every day to track global financial markets, holdings, watchlists, and macro eco-data. The system helps me analyze portfolios using portfolio guide. The problem is that it doesnt work at 100% all the time, and FactSet Workstation tech team sometimes doesnt know how to fix the issues.

Pros

  • Market quotation
  • market economic global data
  • equity/FI analysis

Cons

  • DC2/ Portfolio guide
  • technicians dont know how to fix issues or just simply dont know what is the problem.
  • hard to quantify, bc i havent brought any new business bc of it, so the ROI would be 0%. I use other systems for proposals.
  • However, I use it for everyday work and equity/fi analysis and portfolio construction research at ticker level, and that part works 100%.
Overall, the system does it job. Again, the issue that i have is using DC2, which lowers the the system grade two points from being a 10.
It has a much better price. I dont need everything that Bloomberg provides. FactSet Workstation gives me what i need.

Do you think FactSet Workstation delivers good value for the price?

Yes

Are you happy with FactSet Workstation's feature set?

Yes

Did FactSet Workstation live up to sales and marketing promises?

Yes

Did implementation of FactSet Workstation go as expected?

Yes

Would you buy FactSet Workstation again?

Yes

To get follow macro data, equity/FI specific tickers data (i.e., financials, ratios, duration, etc.), charts, quotes, all of the above works great.
DC2, Portfolio Guide construction is terrible; although, the actual report or the idea behind it is great. The issue is that it has too many problems, not consistent, and tech team has no idea how to fix some of the issues.

FactSet Workstation Feature Ratings

Financial Research
8.3
Public Company Data
10
Private Company Data
6
Industry and Sector Research
10
Industry-Specific Information
10
Independent Research Access
6
M&A Analysis
7
Supply Chain Data
8
ESG Data
8
Macroeconomic News
10
Search Tools
8

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